| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Cole is the owner of C&M Financial Group, an advisory and insurance business, since 2019. He spends a few hours per week on this activity, with a few of those hours during trading hours.